WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 203 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $682 | -3.3% | 11,092 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $705 | +2.8% | 11,092 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $686 | -0.1% | 11,092 | 0.0% | 0.03% | -10.5% |
Q4 2022 | $687 | -99.9% | 11,092 | 0.0% | 0.04% | +11.8% |
Q3 2022 | $613,000 | -6.6% | 11,092 | 0.0% | 0.03% | -5.6% |
Q2 2022 | $656,000 | -10.0% | 11,092 | 0.0% | 0.04% | +9.1% |
Q1 2022 | $729,000 | -0.5% | 11,092 | 0.0% | 0.03% | +3.1% |
Q4 2021 | $733,000 | +10.7% | 11,092 | +100.0% | 0.03% | +3.2% |
Q3 2021 | $662,000 | -0.7% | 5,546 | 0.0% | 0.03% | -3.1% |
Q2 2021 | $667,000 | +4.9% | 5,546 | 0.0% | 0.03% | -8.6% |
Q1 2021 | $636,000 | +11.4% | 5,546 | +4.4% | 0.04% | -30.0% |
Q4 2020 | $571,000 | +5.9% | 5,312 | -4.3% | 0.05% | -3.8% |
Q3 2020 | $539,000 | +2.3% | 5,551 | -2.1% | 0.05% | +4.0% |
Q2 2020 | $527,000 | +14.8% | 5,672 | 0.0% | 0.05% | -9.1% |
Q1 2020 | $459,000 | -32.2% | 5,672 | -11.3% | 0.06% | -8.3% |
Q4 2019 | $677,000 | +7.0% | 6,395 | +0.2% | 0.06% | -3.2% |
Q3 2019 | $633,000 | +1.1% | 6,385 | -1.1% | 0.06% | -1.6% |
Q2 2019 | $626,000 | +12.0% | 6,457 | +8.7% | 0.06% | +5.0% |
Q1 2019 | $559,000 | +11.6% | 5,938 | +0.2% | 0.06% | -6.2% |
Q4 2018 | $501,000 | – | 5,928 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |